+3.3%
VST vs PLTU
+154.0%
-150.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -9.0% | +12.5% | +4.7% |
| 7D | +8.9% | -13.6% | +22.5% | +10.5% |
| 30D | +6.2% | +16.7% | -10.5% | +2.9% |
| 3M | -2.7% | +29.6% | -32.3% | -9.9% |
| 6M | -8.4% | -0.1% | -8.2% | -13.4% |
| YTD | -7.2% | -31.5% | +24.3% | -7.0% |
| 1Y | -20.9% | -19.7% | -1.2% | -25.5% |
| All | +3.3% | +154.0% | -150.7% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling